---
title: "Groups"
slug: "groups"
tags: ["Apply Permissions to a Group", "assign members to group", "clone group", "Configure Default File Server", "create group", "delete group", "Edit group", "Group Membership", "Group Permissions", "Groups", "Lock or Unlock a Group"]
updated: 2026-01-21T04:24:43Z
published: 2026-01-21T04:24:43Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups

Admin Content

Groups are defined as collections of Users and are best used for assigning and controlling permissions. You can define different groups in your organisation based on the permissions you want to define for a particular set of users. For instance, all drafters can be in a group and can have bulk permissions set for their group. The 12d Synergy Administrator can create, define and delete groups.

### 1.1. How to Create a Group

1. In the **12d Synergy Administration** application, select the **Groups** tab.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-us84vbdh.png) button. The **Add a group** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-7fsqittt.png)
3. Enter the name of the group to be created in the **Group name** box.
4. Select the required group type from the **Group type** list. By default, it is set to **Custom**. However, if Active Directory is configured on your system, then the **Active Directory** group type option is also displayed in the **Group type**list.

Users can be grouped into a mix of Custom groups and Active Directory groups. However, you cannot use the 12d Synergy applications to edit (add/remove users) the Active Directory groups. Only your System Administrator can edit this type of group at the Active Directory level.
5. Click the **Add** button. The group is created and is displayed in the **Groups** tab.
6. Click the **Save** button in the **Groups** tab. The newly created group is saved.

### 1.2. How to Edit a Group

By editing a group, you can do the following:

1. [Assign users to a group](https://help.12dsynergy.com/docs/groupsdoc#121-how-to-assign-members-to-a-group)
2. [Lock/Unlock the group](https://help.12dsynergy.com/docs/groupsdoc#122-how-to-lock-unlock-a-group)
3. [Clone a group](https://help.12dsynergy.com/docs/groupsdoc#123-how-to-clone-a-group)

To edit the group, do the following:

1. In the **12d Synergy Administration** application, select the **Groups** tab. The list of groups is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-7oj32rmv(1).png)
2. Select the group to which you want to edit and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-gs0kntrp.png) button. The **Edit a group** window > **Members** tab is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-vitqsxak.png)

#### 1.2.1. How to Assign Members to a Group

You can assign members to a group by either [editing a group and adding users to it](https://help.12dsynergy.com/docs/groupsdoc#1211-from-the-groups-tab) or by [editing a user and adding the user to a group](https://help.12dsynergy.com/docs/groupsdoc#1212-from-the-users-tab). Both these methods are done in the 12d Synergy Administration application.

#### 1.2.1.1. From the **Groups** Tab

1. [In the **Edit a group** window](https://help.12dsynergy.com/docs/groupsdoc#12-how-to-edit-a-group), click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-pgz3yndl.png) button. The **Find a User** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-29vff3w1.png)
2. Search for a user using any or none of the following parameters:
  1. **Quick find** – Start typing any search string from the User’s first or last name, and the matching results appear in a list below. Select the required user and click the **Use** button.
  2. **First name** – first name of the user
  3. **Last name** – last name of the user
  4. **Email** – email address of the user
  5. **Other attributes** – to search for a user based on the user’s attributes. You can add search attributes using the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-gh4mhnd0.png) button.
3. Click the **Find** button. The list of users matching the given search parameters is displayed.
4. Select the required user and click the **Use** button. The selected user is added to the group and is displayed in the **Members** tab.
5. Click the **Set** button.
6. Click the **Save** button in the **Groups** tab.

> [!NOTE]
> You cannot use the 12d Synergy applications to edit (add/remove users) the Active Directory groups. Only your System Administrator can edit these types of groups at the Active Directory level.

#### 1.2.1.2. From the Users tab

1. In the **12d Synergy Administration** application, select the **Users** tab.
2. Click the **Find** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-s0y82pnr.png)
3. You can search for a user using any or none of the following parameters:
  1. **Quick find** – Start typing any search string from the User’s first or last name, and the matching results appear in a list below. Select the required user and click the **Use** button.
  2. **First name** – first name of the user
  3. **Last name** – last name of the user
  4. **Email** – email address of the user
  5. **Standard Users** option – to search among standard 12d Synergy users only
  6. **Collaborators** option – to search among the Collaborators only
  7. **Other attributes** – to search for a user based on the user’s attributes. You can add search attributes using the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-r8gb0koo.png)button.
4. Click the **Find** button. The list of users matching the given search parameters is displayed.
5. Select the required user and click the **Edit** button. The **Edit a User** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-8vg8jop8.png)
6. Click the **Group Membership** tab.
7. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-jdvx3uui.png) button. The **Find a group** window is displayed.
8. Search for the required group or click the **Find** button to display all the groups in the system.
9. Select the required group to which you want to add the user and click the **Select** button. The selected group is added to the user’s **Group Membership**tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-uh6038s8.png)
10. Click the **Save**button. The list of groups is displayed.

  - You can also add a group while creating a user using the **Users** tab > **Create** tab > **Standard** tab > **Group Membership** tab.
  - You cannot use the 12d Synergy applications to edit (add/remove users) the Active Directory groups. Only your System Administrator can edit these types of groups at the Active Directory level.

#### 1.2.2. How to Lock / Unlock a Group

1. [In the **Edit a group** window](https://help.12dsynergy.com/docs/groupsdoc#12-how-to-edit-a-group), click the **Lock all**button. The following message is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-3rsvkpdy.png)
2. Click the **Yes** button. The users in the group are locked, and a confirmation message is displayed.

  - If you, the 12d Synergy Administrator, are part of the group you are locking, then you will NOT be locked despite locking the group. Remember that you cannot lock yourself at any time. However, if another user with system administration rights can block you, even if you are part of a group.
  - If you add a user to a locked group, the newly added user is not locked.

#### 1.2.3. How to Clone a Group

You can clone a group to create a new group with the same properties as the originally selected group. The cloned group will have the same members and the settings displayed in the **Default FRS**tab in the **Edit a group** window.

1. [In the **Edit a group** window](https://help.12dsynergy.com/docs/groupsdoc#12-how-to-edit-a-group), click the **Clone**button. The **Clone Group** prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-s5nbe7ie.png)
2. Enter a name for the new group that is being created in the **New group name** box.
3. Click **OK**. The group is cloned, and a confirmation message is displayed.

### 1.3. How to Apply Permissions to a Group

1. Do one of the following:
  - To apply permissions from the 12d Synergy Client application, do the following:
    1. Right-click the required job and then select the **Edit** option. The **Edit a Job:** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-y48bbxd7.png)
    2. Select the **Permissions** tab > **Groups** tab.
  - To apply permissions from the 12d Synergy Administration application, do the following:
    1. Select the **Jobs** tab > **Find** tab.
    2. Enter the search parameters for the required job (optional) and click the **Find** button. The list of matching jobs is displayed in the **Edit Jobs** window. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-hpfbp3lf.png)
    3. Select the required job and click the **Edit** button. The **Job tree** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-sr7486pt.png)
2. Select the **Permissions** tab > **Groups** tab.
3. Select the group to which you want to apply permissions from the **Name** panel.
4. From the **Permissions Sets**panel, select the permissions sets that you want to apply to the selected group.

> [!NOTE]
> To understand which permissions are part of the permission set, click the **Set info** button and view the permissions in the **Permission Set info** window.
5. To apply further specific permissions to the group, select one of the following options against each permission in the Explicit Permissions panel.
  1. **Undefined** — Disabled if no inheritance is set. Otherwise, it will use the inherited setting from the parent
  2. **Allowed** —Enabled permission
  3. **Denied**— Disabled permission
6. Click the **Save** button. The selected permissions and permission sets are applied to the selected group.

### 1.4. How to Delete a Group

1. In the **12d Synergy Administration** application, select the **Groups** tab. The list of groups is displayed.
2. Select the group you want to delete.
3. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-b2n1ojeo.png) button. The selected group is removed from the list of groups in the **Group**panel.****
4. Click the **Save** button in the **Groups** tab. The group is deleted, and the action is saved.

### 1.5. How to Configure the Default File Server for a Group

1. In the **12d Synergy Administration** application, select the **Groups** tab. The list of groups is displayed.
2. Select the group for which you want to configure the default file server and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-aeuikz1d.png) button. The **Edit a group** window > **Members** tab is displayed.
3. Select the **Default FRS** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-9jd0d0wb.png)
4. Click the search icon ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/groups.doc-image-seutwrzc.png) against the **Default File Replication Server** box. The **Select a file server** dialog is displayed.
5. Select the required server you want the group to use for its file transfers. The details of the selected server are displayed in the **Default FRS** tab.
6. Click the **Set** button. The default server for the selected group is set.